KLA Corporation
MX ˙ BMV ˙ US4824801009
SecurityMX:KLAC / KLA Corporation
InstitutionJourney Advisory Group, LLC
Latest Disclosed Ownership1,685 shares
Latest Disclosed Value $ 2,480,983
Journey Advisory Group, LLC reports 47.42% increase in ownership of KLAC / KLA Corporation

On May 5, 2026 - Journey Advisory Group, LLC filed a 13F-HR form disclosing ownership of 1,685 shares of KLA Corporation (MX:KLAC) valued at $2,480,983 USD as of March 31, 2026.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F KLA COM NEW 482480100 1,685 542 47.42 2,481 78.67 0.2115
2026-01-27 2025-12-31 13F KLA COM NEW 482480100 1,143 -705 -38.15 1,389 -30.36 0.1168
2025-11-10 2025-09-30 13F KLA COM NEW 482480100 1,848 29 1.59 1,993 22.34 0.1476
2025-07-30 2025-06-30 13F KLA COM NEW 482480100 1,819 59 3.35 1,629 36.20 0.1267
2025-05-13 2025-03-31 13F KLA COM NEW 482480100 1,760 1,110 170.77 1,196 123.55 0.0979
2025-02-04 2024-12-31 13F KLA COM NEW 482480100 650 0 0.00 536 0.00 0.0642
2024-11-12 2024-09-30 13F KLA COM NEW 482480100 650 0 0.00 536 0.00 0.0642
2024-08-02 2024-06-30 13F KLA COM NEW 482480100 650 70 12.07 536 32.10 0.0641
2024-05-09 2024-03-31 13F KLA COM NEW 482480100 580 62 11.97 405 34.55 0.0499
2024-02-14 2023-12-31 13F/A-1 KLA COM NEW 482480100 518 16 3.19 301 30.87 0.0410
2024-02-12 2023-12-31 13F KLA COM NEW 482480100 518 16 301 0.0410
2023-11-15 2023-09-30 13F KLA COM NEW 482480100 502 21 4.37 230 -1.29 0.0344
2023-08-09 2023-06-30 13F KLA COM NEW 482480100 481 481 233 0.0347
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.